Convergence Investment Partners’s Equifax EFX Stock Holding History

Convergence Investment Partners’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-9	Closed	-$1K	–	490
2018 Q1	$1K	Buy	+9	New	+$1.08K	﹤0.01%	986
2016 Q1	–	Sell	-13,539	Closed	-$1.51M	–	352
2015 Q4	$1.51M	Buy	+13,539	New	+$1.46M	0.17%	193
2014 Q2	–	Sell	-18,553	Closed	-$1.26M	–	384
2014 Q1	$1.26M	Buy	+18,553	New	+$1.3M	0.19%	163

Other funds holding EFX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Convergence Investment Partners's EFX Position: Q2 2018 in Review

Convergence Investment Partners sold out of Equifax (EFX) in Q2 2018, closing a stake of 9 shares — an estimated $1K sold.

Convergence Investment Partners first reported a position in EFX in Q1 2014 and held it in 3 quarters. The position peaked at $1.51M in Q4 2015. 522 funds tracked by Wall St. Rank hold EFX as of Q2 2018.

Convergence Investment Partners reported no remaining Equifax position as of Q2 2018 after selling out during the quarter.
Convergence Investment Partners sold 9 Equifax shares in Q2 2018, an estimated $1K.
Convergence Investment Partners first reported a position in Equifax in Q1 2014 and held it in 3 quarters.
Convergence Investment Partners's Equifax position peaked at $1.51M in Q4 2015.
522 funds tracked by Wall St. Rank held Equifax as of Q2 2018.

Based on Convergence Investment Partners's 13F filing for Q2 2018, filed 7 Aug 2018.